United Capital Financial Advisors’s Exicure XCUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,357
| Closed | -$79K | – | 1158 |
|
|
2022
Q2 | $79K | Buy |
7,357
+7,112
| +2,903% | +$76.4K | ﹤0.01% | 1097 |
|
|
2022
Q1 | $7K | Hold |
245
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q4 | $7K | Hold |
245
| – | – | ﹤0.01% | 1195 |
|
|
2021
Q3 | $44K | Hold |
245
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q2 | $55K | Hold |
245
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q1 | $80K | Hold |
245
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q4 | $65K | Hold |
245
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q3 | $64K | Hold |
245
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q2 | $90K | Hold |
245
| – | – | ﹤0.01% | 1137 |
|
|
2020
Q1 | $0 | Hold |
245
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q4 | $105K | Hold |
245
| – | – | ﹤0.01% | 1307 |
|
|
2019
Q3 | $93K | Buy |
+245
| New | +$93K | ﹤0.01% | 1232 |
|